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Carrier Global
CARR

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
1101
Hanson & Doremus Investment Management
Vermont
$139K – – –
HNWAG
1102
High Net Worth Advisory Group
Florida
$139K +$138K +2,554 New
ST
1103
Sageworth Trust
Pennsylvania
$138K -$385K -7,128 -74%
SC
1104
Steph & Co
Wisconsin
$137K – – –
CFFP
1105
Center for Financial Planning
Michigan
$137K +$68.6K +1,271 +101%
AWM
1106
AllSquare Wealth Management
New York
$134K -$20.5K -380 -13%
SWM
1107
Sugarloaf Wealth Management
Georgia
$133K +$34.5K +639 +35%
CPFP
1108
Clear Perspectives Financial Planning
Ohio
$132K – – –
S
1109
Seeyond
France
$132K – – –
SWA
1110
Sutton Wealth Advisors
Florida
$132K – – –
HI
1111
Hudock Inc
Pennsylvania
$131K -$2.81K -52 -2%
RWM
1112
Raffa Wealth Management
District of Columbia
$131K -$486 -9 -0.4%
NL
1113
NVWM LLC
Pennsylvania
$130K -$2.38K -44 -2%
GCM
1114
Gables Capital Management
Florida
$127K – – –
TIM
1115
Tevis Investment Management
Texas
$127K +$125K +2,320 New
CFCI
1116
Comprehensive Financial Consultants Institutional
Indiana
$127K +$152K +2,812 New
CCM
1117
Chilton Capital Management
Texas
$126K +$126K +2,326 New
ZB
1118
Zions Bancorporation
Utah
$125K +$6.26K +116 +5%
CNBTD
1119
Citizens National Bank Trust Department
Mississippi
$125K +$124K +2,300 New
CA
1120
Cornerstone Advisory
Maryland
$125K +$124K +2,301 New
MSFP
1121
Mark Sheptoff Financial Planning
Connecticut
$124K +$6.75K +125 +6%
CYG
1122
Clean Yield Group
Vermont
$123K – – –
LSA
1123
Leonteq Securities AG
Switzerland
$122K +$97.7K +1,810 +410%
DSC
1124
Duncker Streett & Co
Missouri
$120K -$12.7K -235 -10%
CA
1125
Crewe Advisors
Utah
$118K +$16.2K +300 +16%
43 44
45
46 47